Articles by Dennis Singleton
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Alibaba (BABA) plans to spin off its T-Head chip unit in Hong Kong. Shareholders won't get guaranteed shares.
Hong Kong's exchange confirmed Alibaba may proceed with spinning off T-Head, its data-center chip unit, and excused it from giving shareholders guaranteed shares.
TSMC (TSM) approves up to $500 million each for Anthropic and OpenAI. Google and Nvidia plan $10 billion apiece for Anthropic.
TSMC's board approved investments of up to $500 million each in Anthropic and OpenAI on Tuesday. Anthropic's filing shows what TSMC and six other partners are buying in its $26 billion placement.
Anthropic's (ANT) IPO range values it at up to $1.02 trillion, or about $1.4 trillion fully diluted
Anthropic set a $70 to $78 range on Tuesday. Which valuation you get depends on the shares you count, and seven chip and cloud partners have agreed to buy $26 billion of stock alongside the deal.
What is an aeroderivative turbine? AI data centers turn to old jet engines as gas turbine waits stretch to six years
FTAI has more than 100 converted airliner engines under contract, and used gas turbines now sell for up to $1.7 million per megawatt. Here's why buyers aren't waiting.
SpaceX (SPCX) plans a $24 billion gas plant and computing site at Starbase. Texas has paused data center permits.
Starbase's commission will consider tax agreements for the project on Dec. 9. State records show SpaceX has an air registration pending for generating facilities at a location consistent with the site.
CoreWeave (CRWV) letter to Texas leaves out its unbuilt capacity there. Galaxy (GLXY) filings show 393 MW to come.
CoreWeave backed Gina Hinojosa's terms on power bills and water. One landlord's filings show part of what it still has to build in Texas.
Akamai (AKAM) plans $2.2 billion of convertible notes four days after its banks raised its leverage limit
Four days before the note sale, Akamai's banks raised its leverage cap to 6.25 times. Its Anthropic contracts need spending before revenue arrives.
Anthropic's (ANT) Claude passed Google's (GOOGL) Gemini in chatbot sessions. ChatGPT still has 81%.
Claude went from about 0.5% of sessions to 7.2% in a year, Graphite's Similarweb data show. On the web alone, Gemini is still well ahead.
Google (GOOGL) adds two new TPUs due in 2027, and one works alongside AMD chips
One new chip is aimed at government agencies and regulated industries. The other puts two TPUs in a single package.
Digital Realty (DLR) and Goodman paid about A$694 million for 9.9% of data center operator NEXTDC
The filing shows 7.7 million shares bought before the A$9.50 book build. NEXTDC had cut its forecasts after a power delay in Melbourne.
CoreWeave (CRWV), SoftBank, and Nebius (NBIS) earnings: what to watch after a 45% selloff
SoftBank reports first, at 1:30 a.m. ET on November 10. Here's what CoreWeave, Nebius, Applied Materials, and Cisco forecast, and which other AI stocks report.
Nvidia (NVDA)-backed Groq reportedly seeks an $8 billion valuation, 2.5 times August's, and faults debt-heavy rivals
The August round priced Groq at $3.15 billion. Its chairman now projects eightfold revenue growth next year and says rivals are carrying too much debt.
What is the Aaronson-Ambainis conjecture? PSI says its system found a proof using an unreleased Anthropic (ANT) model
A research startup says it settled a question open since 2008. Here's what the conjecture says, what it leaves alone, and what still needs checking.
Google (GOOGL) takes over Crusoe's Wyoming data center site as it plans $17 billion in the state
Crusoe's Project Jade became Google's Project Tembo. The two companies are still working together in Texas.
CoreWeave (CRWV) bonds now yield over 16% as Microsoft (MSFT) reportedly rethinks neoclouds. Microsoft was 67% of its 2025 revenue.
Investors want more to hold CoreWeave's bonds as its biggest 2025 customer rethinks outside data center deals. Its latest filing leaves the top customer unnamed.
What is 3D DRAM? TSMC (TSM) is reportedly weighing the memory chip at Nvidia's (NVDA) request.
The Information says the world's largest chipmaker may move into memory. Here's how 3D DRAM differs from HBM, and what Samsung, SK Hynix, and Micron have said.
What is Blacklift? AST SpaceMobile (ASTS) will pay Firefly (FLY) more than $1.3 billion to help build its own rocket
AST SpaceMobile wants up to five BlueBird satellites on every launch. Part of what Firefly gets paid depends on where AST's stock trades next.
Chip stocks just had their second-worst day in records back to 1994. We checked six other 10% drops.
The Philadelphia Semiconductor Index fell 12.25% as Micron and AMD lost more than 17%. The index rose in the next month after five of six earlier drops, but the longer results split by era.
What is AI R&D acceleration? METR estimates Anthropic's pace of progress has about doubled.
METR's new report puts a number on how fast Anthropic is improving its models. The range is wide, and Anthropic redacted much of the evidence.
ING Groep (ING) is reportedly auctioning $500 million of data center loans, including Stargate debt
Bids are due Nov. 19, and SpaceX default protection just hit a record. Our bond data shows which AI borrowers were already under the most pressure.
IREN (IREN) beat revenue estimates but pushed its $4 billion target into 2027.
IREN's quarterly revenue topped estimates, but its $4 billion target moved to January or February. Here's what the release says about Microsoft.
About 600,000 Nvidia (NVDA) chips are stuck in Hong Kong awaiting Beijing's OK. China's Moonshot sought to rent newer ones in Europe.
Beijing has let only small batches of H200 chips into the mainland. One Chinese AI lab, meanwhile, discussed paying a premium to rent Blackwell clusters abroad.
Microsoft's (MSFT) $5 billion forecast cut puts IREN (IREN) and Nebius (NBIS) data center timelines in focus
Satellite images may show where Microsoft's capacity delays are. Here's what they found at IREN and Nebius projects, and what the $27.1 billion in contracts allow.
Treasury's bond advisers say AI debt isn't crowding out Treasuries. The squeeze is inside tech.
Treasury's bond advisers project $735 billion of tech debt in 2027 but see no sign it's hurting Treasury demand. Here's where they say the pressure is showing up instead.